KLP Kapitalforvaltning AS Boosts Stake in Eli Lilly and Company $LLY

KLP Kapitalforvaltning AS boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 0.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 304,719 shares of the company’s stock after acquiring an additional 700 shares during the period. Eli Lilly and Company accounts for approximately 0.9% of KLP Kapitalforvaltning AS’s investment portfolio, making the stock its 13th biggest position. KLP Kapitalforvaltning AS’s holdings in Eli Lilly and Company were worth $232,501,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Sumitomo Mitsui Financial Group Inc. purchased a new position in Eli Lilly and Company during the second quarter worth approximately $27,000. Evolution Wealth Management Inc. acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter worth $29,000. Steph & Co. raised its holdings in shares of Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares during the period. Financial Gravity Companies Inc. acquired a new position in shares of Eli Lilly and Company during the 2nd quarter valued at about $31,000. Finally, Bare Financial Services Inc grew its holdings in shares of Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 29 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Late‑stage data: Lilly reported a trial where its weight‑loss drug Zepbound plus Taltz improved psoriatic‑arthritis symptoms and produced additional weight loss versus Taltz alone — a clinical win that could expand commercial use and bolster Zepbound’s franchise. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: Distribution/DTC reach: Walmart’s new Better Care Services includes LillyDirect as a partner, increasing direct‑to‑consumer visibility and distribution options for Lilly’s digital/patient offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Positive Sentiment: M&A / diversification: Lilly agreed to buy Ventyx Biosciences for roughly $1.2B to add oral anti‑inflammatory (NLRP3) candidates — a strategic move to diversify beyond GLP‑1 obesity/diabetes products. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Neutral Sentiment: Analyst/market context: Some firms (e.g., Citigroup, Zacks) still highlight outsized upside for LLY and include it on buy lists, supporting longer‑term bullish views despite short‑term volatility. Eli Lilly Stock (LLY) Has 50% Upside, Says Citigroup
• Negative Sentiment: Legal/regulatory risk: The Indiana attorney general sued Lilly over insulin pricing, a reminder of political and litigation risks around affordability that could pressure sentiment and margins. Indiana attorney general sues Eli Lilly over insulin pricing
• Negative Sentiment: Deal uncertainty: A shareholder investigation into Ventyx’s board over the sale price (and analyst caution about NLRP3 pathway uncertainty) could create noise or drag around the acquisition’s execution and perceived value. SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Ventyx Biosciences, Inc. (VTYX)
• Negative Sentiment: Profit‑taking / market rotation: LLY recently hit all‑time highs and led healthcare rallies; today’s pullback looks partly like investors trimming positions and rotating within the sector. Eli Lilly stock hits all-time high

Eli Lilly and Company Price Performance

LLY opened at $1,086.28 on Friday. The stock’s 50-day moving average price is $1,033.14 and its 200 day moving average price is $858.57. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm has a market cap of $1.03 trillion, a price-to-earnings ratio of 53.14, a PEG ratio of 0.80 and a beta of 0.35. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The company had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. During the same period in the prior year, the firm earned $1.18 earnings per share. The business’s revenue for the quarter was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s payout ratio is presently 29.35%.

Analyst Ratings Changes

LLY has been the topic of a number of analyst reports. UBS Group initiated coverage on shares of Eli Lilly and Company in a research note on Tuesday. They set a “buy” rating and a $1,250.00 target price on the stock. Daiwa Capital Markets set a $1,230.00 price objective on Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. The Goldman Sachs Group upped their price target on Eli Lilly and Company from $951.00 to $1,145.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Finally, BMO Capital Markets set a $1,200.00 price objective on shares of Eli Lilly and Company in a report on Thursday, December 4th. Five investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company has an average rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.